Evaluation Tutorial - Complete Evaluation

The evaluation process in Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM) allows evaluators and board members to review grant or scholarship requests and submit scored responses using an evaluation form assigned by an administrator. 

User Role: Evaluator, Board Member

Complete an Evaluation to:

• Review request details, applicant documents, and administrator comments before submitting scored responses. 
• Download print packets including the evaluation form, LOI, or application as a .pdf for offline review.
• Submit evaluation responses and return to update them at any time before the administrator closes evaluations for the request.
   

Complete an Evaluation: Step-by-Step Tutorial

Use the tutorial below to walk through the evaluation process step-by-step from the perspective of an evaluator.

Complete an Evaluation

To complete an evaluation in GLM/SLM, log on to the site, locate the assigned evaluation, and fill out and save the evaluation form.

1. After logging into the site, locate the evaluation to be worked on, and then click Start, Continue, or Update.
    

2. This opens the assigned evaluation form for the grant or scholarship request. Several options are available on this page.

   Click any of the tabs, such as Documents, to read additional information about the request, applicant, and organization (if applicable), and any comments or documents the administrator has uploaded.

   In Scholarship Lifecycle Manager (SLM), applicants' contact information, such as address, email address, and phone number, are hidden from evaluator view.
    

   Click Evaluation Packet to download a .pdf of the evaluation form and responses.
    

   Click LOI Packet or Application Packet to download a .pdf of the form being evaluated. 
    

   Click Document Viewer to view all documents the applicant has uploaded as part of their form responses.
    

   Click the eye icon to view an individual document uploaded by the applicant.
    

   Administrators can disable the ability to download print packets, files uploaded to Documents, or any file included in the form evaluators are assigned to evaluate in site settings.
    

3. Click the arrow icon to flip the order of the evaluation form and the application form. In most sites, you will see your evaluation form on one side of the screen and the application form on the other.
    

   Some sites do not utilize this side-by-side view. In this case, click the tab names to switch between the evaluation form and the form being evaluated.
    

4. Fill out the evaluation form questions.
   • Required questions are indicated with an asterisk. 
   • Depending on the site, there might be a Share icon next to each question. Clicking this icon allows an evaluator to see other evaluators' responses to the questions.
      
5. Click Save at the bottom of the page when the evaluation is completed. The system saves your work for every 100 characters entered or when clicking out of a question; however, the Save button can be used at any time.
    

The confirmation page displays a message that the evaluation has been saved and gives the option to navigate back to the same evaluation, to the dashboard, or to the next pending evaluation.